> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.conversive.ai/automation/create-automation-usecases/conversation-flow/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.conversive.ai/_mcp/server.

# Conversation Flow

Conversive provides a variety of pre-built, industry-specific templates designed to cater to the unique needs of different sectors. These templates streamline the creation of conversation flows, ensuring that businesses can effectively engage with customers right from the initial contact.

* Retail: Templates designed for product inquiries, order tracking, and promotional communication.
* Financial Services: Templates for loan applications, account inquiries, and financial advice.
* Healthcare: Appointment scheduling, medical inquiries, and patient follow-up conversations.
* Education: Student recruitment, course information, and application processes.

How to Select and Use a Template

* Access the Template Library: Navigate to the ‘Usecases’ section in your Conversive dashboard.

- Choose the Right Template: Filter templates by industry or use case type to find the most suitable option for your needs.

* Activate the Template to Quick Test: Activate the template by selecting the Sender ID that you are publishing with the conversive button, QR codes, or in other ads to make it respond using automated conversation flow.

- Customize the Template: You can reach out to the Conversive team to customize it to better fit your specific requirements and branding.

#### **Capturing Basic Consumer Information**

How Conversation Flows Capture Information

Conversation flows are structured to naturally collect essential consumer information as part of the interaction process. By integrating prompts and forms within these flows, businesses can gather data without disrupting the engagement.

How Automated Flows Assist in Lead Qualification

Automated conversation flows are equipped with algorithms to assess the quality of leads based on interaction data and predefined criteria, effectively scoring and qualifying leads for further engagement.

Automation of Data Capture for SMS and WhatsApp

* SMS and WhatsApp Integration: When a conversation is initiated via SMS or WhatsApp, the system automatically uses the activated flow to request and capture information like name, contact details, and specific needs or inquiries.
* Consent Verification: Ensure that all data capture via SMS and WhatsApp includes a step for users to consent to share their information, aligning with data protection standards.

## Docs

- [Configuring and Managing Conversation Flow Builder](https://docs.conversive.ai/automation/create-automation-usecases/conversation-flow/configuring-and-managing-conversation-flow-builder.md)